Trainee Financial Adviser – Progression from IFA Administrator
A fast-growing and dynamic Independent Financial Advisory firm is offering a unique opportunity for an experienced IFA Administrator to progress into a Financial Adviser role. The firm prides itself on high professional standards, internal development, and building long-term careers. This opportunity suits a motivated individual who thrives in a high-energy environment and understands that growth often requires going beyond the traditional 9–5.
Seniority Level: Experienced Administrator (Career Progression Path)
Salary: Up to £40,000 + Exam Sponsorship + Bonus
The successful candidate will begin in a senior administration role with a clear, structured path toward becoming a fully qualified and client-facing Financial Adviser within 3 to 4 years. Full study support, mentorship, and real-world exposure are provided throughout the journey. This is an ideal position for someone who is ambitious, flexible, and committed to long-term progression in wealth management.
Responsibilities
In the initial phase, the role will focus on:
Producing accurate and timely client reports, including suitability letters
Preparing and managing client review packs and follow-up actions
Processing new business and liaising with providers and platforms
Maintaining up-to-date and compliant records in systems such as Intelligent Office
Assisting paraplanners and supporting advisers with research tasks
Attending client meetings and gradually developing into an adviser role
Requirements
Experience in an IFA or wealth management support role
Working knowledge of FE Analytics and other financial planning tools
Solid understanding of FCA regulations and advice processes
Actively working toward or willing to undertake the Level 4 Diploma in Financial Planning (CII or LIBF)
Excellent attention to detail, time management, and communication skills
Willingness to work flexible hours in a fast-paced business environment
Benefits
Competitive salary up to £40,000 DOE
Full study support: exam fees, materials, and paid study leave
Personalised development plan to become a Financial Adviser within 3–4 years
Performance-based annual bonus
Hybrid working 4 days in the office and 1 from home
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